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Pension Plan - Expression of Wishes

Feature RequestPlans

Is there an option on a pension plan or if not… is it possible to have a check box on a pension plan to: - 1. indicate if an expression of wishes form has been completed and 2. an area to annotate the date completed, beneficiary/s name, date of birth and percentage

Posted by Celia Palmer ·
Status: Completed1 comment

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Comments1

  • Clive Thompson

    •

    May 30, 2025

    Completely support this request. It would be good if there was the option to show the nomination in the portal too so it’s visible to the client. The default could be something like “No beneficiaries nominated” which would change to display the beneficiaries and their respective shares when nominated. Thanks